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Hedge Funds Similar to PROVIDENT

13F Portfolio OverlapQ2 2026PROVIDENT portfolio →
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Most similar hedge funds by 13F overlap

PROVIDENT TRUST CO is an institutional investor managing $4.8B across 22 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PROVIDENT are CALEDONIA INVESTMENTS PLC, Focused Investors, HARVEY INVESTMENT, with shared positions in $SCHW, $FAST, $TMO, $AXP, $TJX, $ACN. The full ranking of 25 similar funds is below.

#1CALEDONIA INVESTMENTS PLCActive
Notable overlap · 3 shared positions
$SCHW$FAST$TMO
$883M
15 positions
#2Focused Investors LLCActive
Notable overlap · 3 shared positions
$AXP$TJX$ACN
$3.0B
23 positions
#3HARVEY INVESTMENT CO LLCActive
Notable overlap · 3 shared positions
$TJX$FAST$PNC
$918M
99 positions
#4HFR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$TJX$SCHW$TSCO
$410M
53 positions
#5Hendershot Investments Inc.Active
Notable overlap · 5 shared positions
$TJX$ACN$FAST$AXP$TSCO
$766M
134 positions
#6Global Frontier Investments LLCActive
Notable overlap · 3 shared positions
$AXP$ACN$SCHW
$581M
30 positions
#7Junk Investment Group, LLCActive
Notable overlap · 3 shared positions
$PNC$TROW$AXP
$226M
97 positions
#8Capital Wealth Planning, LLCActive
Notable overlap · 3 shared positions
$AXP$TJX$FAST
$20.0B
154 positions
#9BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Notable overlap · 4 shared positions
$FAST$ACN$TSCO$PNC
$235M
33 positions
#10Ruane, Cunniff & Goldfarb L.P.Active
Notable overlap · 3 shared positions
$SCHW$ACN$AXP
$6.4B
54 positions
#11WEIK CAPITAL MANAGEMENTActive
Notable overlap · 3 shared positions
$TJX$PNC$AXP
$260M
93 positions
#12Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$TJX$ACN$TSCO$TMO
$129M
79 positions
#13PARTHENON LLCActive
Some overlap · 4 shared positions
$FAST$AXP$SCHW$PNC
$962M
133 positions
#14Delaney Dennis R
Some overlap · 3 shared positions
$TJX$SCHW$AXP
$314M
61 positions
#15Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AXP$ACN$SCHW
$658M
152 positions
#16FIDUCIARY TRUST COActive
Some overlap · 3 shared positions
$TJX$AXP$TMO
$9.2B
892 positions
#17Elefante Mark BActive
Some overlap · 3 shared positions
$TJX$AXP$SCHW
$232M
60 positions
#18BARR E S & COActive
Some overlap · 3 shared positions
$SCHW$AXP$TROW
$1.8B
112 positions
#19BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SCHW$TJX$ACN$FAST$TMO
$499M
73 positions
#20MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 3 shared positions
$AXP$SCHW$TSCO
$153M
62 positions
#21Roble, Belko & Company, IncActive
Some overlap · 3 shared positions
$TJX$PNC$AXP
$925M
486 positions
#22NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 3 shared positions
$TJX$FAST$TMO
$1.6B
109 positions
#23Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$TJX$AXP$SCHW
$1.4B
135 positions
#24TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Some overlap · 3 shared positions
$AXP$TJX$TMO
$91M
76 positions
#25GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$TJX$SCHW$TMO
$92M
35 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.